Shriram Aggressive Hybrid Fund Growth

Shriram Aggressive Hybrid Fund Growth

+9.15%
3Y annualised
-0.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Jun '26
₹30.80
Min. for SIP
₹500
Fund size (AUM)
₹48.99 Cr
Expense ratio
2.48%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,487
-0.85%
3 years₹1,80,000₹1,88,902
+4.95%
5 years₹3,00,000₹3,53,430
+17.81%
10 years₹6,00,000₹9,34,890
+55.82%

Holdings (93)

NameSectorInstrumentsAssets
CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100EntitiesGOI Securities6.13%
RURAL ELECTRIFICATION CORPORATION LIMITED SERIES GOI-V 8.54 BD 15NV28 FVRS10LACFinancialDebenture5.65%
HDFC Bank LtdFinancialEquity5.03%
Reliance Industries LtdEnergy & UtilitiesEquity4.87%
LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LACFinancialDebenture4.41%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LACFinancialDebenture4.28%
Net ReceivablesUnspecifiedNet Receivables3.93%
Axis Bank LtdFinancialEquity3.87%
Others CBLOUnspecifiedCBLO3.82%
ICICI Bank LtdFinancialEquity3.75%
Bharti Airtel LtdTechnologyEquity3.32%
State Bank of IndiaFinancialEquity2.50%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.38%
ITC LtdConsumer StaplesEquity2.26%
Sun Pharmaceutical Industries LtdHealthcareEquity1.85%
Larsen & Toubro LtdIndustrialsEquity1.69%
Tata Consultancy Services LtdTechnologyEquity1.54%
Bajaj Holdings & Investment LtdFinancialEquity1.47%
NTPC LtdEnergy & UtilitiesEquity1.42%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity1.37%
Hindalco Industries LtdMaterialsEquity1.31%
Infosys LtdTechnologyEquity1.28%
Varun Beverages LtdConsumer StaplesEquity1.18%
SBI Life Insurance Company LtdFinancialEquity1.17%
TVS Motor Company LtdConsumer DiscretionaryEquity1.11%
Zomato LtdTechnologyEquity1.07%
Coforge LtdTechnologyEquity1.04%
GOVERNMENT OF INDIA 36789 182 DAYS TBILL 04JU26 FV RS 100FinancialTreasury Bills1.02%
Interglobe Aviation LtdIndustrialsEquity1.01%
Eicher Motors LtdConsumer DiscretionaryEquity0.94%
REC LtdFinancialEquity0.93%
Bharat Electronics LtdIndustrialsEquity0.90%
Kotak Mahindra Bank LtdFinancialEquity0.90%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.85%
Marico LtdConsumer StaplesEquity0.85%
Oil India LtdEnergy & UtilitiesEquity0.83%
Ambuja Cements LtdMaterialsEquity0.83%
Rainbow Childrens Medicare LtdHealthcareEquity0.81%
Cipla LtdHealthcareEquity0.80%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.77%
Adani Ports and Special Economic Zone LtdIndustrialsEquity0.77%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.74%
HCL Technologies LtdTechnologyEquity0.73%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity0.73%
Aurobindo Pharma LtdHealthcareEquity0.72%
Mold-Tek Packaging LtdMaterialsEquity0.71%
Kalpataru Power Transmission LtdIndustrialsEquity0.69%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.69%
PNB Housing Finance LtdFinancialEquity0.62%
Tata Steel LtdMaterialsEquity0.60%
NMDC LtdMaterialsEquity0.60%
Lloyds Metals and Energy LtdMaterialsEquity0.59%
Ajanta Pharma LtdHealthcareEquity0.58%
Siemens LtdDiversifiedEquity0.58%
R R Kabel Ltd.IndustrialsEquity0.55%
Kirloskar Oil Engines LtdIndustrialsEquity0.50%
Pricol LtdConsumer DiscretionaryEquity0.48%
Dodla Dairy LtdConsumer StaplesEquity0.46%
LT Foods LtdConsumer StaplesEquity0.45%
Tips Industries LtdConsumer DiscretionaryEquity0.44%
GAIL (India) LtdEnergy & UtilitiesEquity0.41%
KFin Technologies LtdFinancialEquity0.41%
SAMHI Hotels Ltd.Consumer DiscretionaryEquity0.40%
HDFC Life Insurance Co LtdFinancialEquity0.39%
Narayana Hrudayalaya LtdHealthcareEquity0.31%
Chambal Fertilisers & Chemicals LtdMaterialsEquity0.31%
Swiggy Ltd.TechnologyEquity0.30%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity0.29%
Suven Pharmaceuticals LtdHealthcareEquity0.28%
CCL Products (India) LtdConsumer StaplesEquity0.26%
Coal India LtdMaterialsEquity0.25%
BSE LtdFinancialEquity0.25%
PB Fintech LtdFinancialEquity0.25%
Coromandel International LtdMaterialsEquity0.23%
Fortis Healthcare LtdHealthcareEquity0.21%
Sagility India Ltd.IndustrialsEquity0.20%
Emami LtdConsumer StaplesEquity0.19%
Manappuram Finance LtdFinancialEquity0.16%
Power Mech Projects LtdIndustrialsEquity0.16%
Krsnaa Diagnostics LtdHealthcareEquity0.11%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.02%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.02%
CALL ICICIBANK 26-May-2026 1440FinancialCall Option-0.00%
CALL HCLTECH 26-May-2026 1320TechnologyCall Option-0.00%
CALL NTPC 26-May-2026 425Energy & UtilitiesCall Option-0.00%
CALL ONGC 26-May-2026 320Energy & UtilitiesCall Option-0.00%
CALL LT 26-May-2026 4400Consumer StaplesCall Option-0.00%
CALL AXISBANK 26-May-2026 1400FinancialCall Option-0.00%
CALL SUNPHARMA 26-May-2026 1880HealthcareCall Option-0.00%
CALL ADANIPORTS 26-May-2026 1700IndustrialsCall Option-0.00%
HDFC Bank Ltd FuturesFinancialFutures-0.78%
Reliance Industries Ltd FuturesEnergy & UtilitiesFutures-0.88%
Bharat Petroleum Corpn. Ltd FuturesEnergy & UtilitiesFutures-1.10%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+9.2%+7.6%+9.1%+9.4%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)303624--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

PN
Prateek Nigudkar
Aug 2025 - Present
View details

Education
Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
Experience
Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).

DR
Deepak Ramaraju
Aug 2022 - Present
View details

Education
Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience
Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.

SSM
Sudip Suresh More
Oct 2024 - Present
View details

Education
Mr. More has done B.E. (EXTC), MMS (Finance) and FRM
Experience
Prior to joining Shriram Mutual Fund, he has worked with Kshema General Insurance Company and Sahara India Life Insurance Company Ltd.

AM
Amit Modani
Nov 2025 - Present
View details

Education
Mr. Modani is Chartered Accountant
Experience
Prior to joining Shriram AMC, he has worked with Mirae Asset Mutual Fund, BOI AXA Mutual Fund, Quantum Asset Management Company Private Limited and Pramerica Asset Managers Pvt. Ltd.

About Shriram Aggressive Hybrid Fund Growth

Shriram Aggressive Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 05 Dec 1994. Prateek Nigudkar is the Current Fund Manager of Shriram Aggressive Hybrid Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,167 Cr and the Latest NAV as of 10 Jun 2026 is ₹30.80. The Shriram Aggressive Hybrid Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. ;

Investment Objective

The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and Equity related investments, debt and money market instruments.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#38 in India
Total AUM₹1,166.67 Cr
Date of Incorporation05 Dec 1994
Phone033-23373012 / 9339787128
E-mail--
Launch Date05 Dec 1994
Address511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,